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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Michael Acosta (CRD# 6856204) is an Investment Advisor Representative working at Park Avenue Securities LLC in Charlotte, NC and has over 5 years of experience in the finance industry. Michael Acosta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Isaac Acosta Montenegro (CRD# 6268438) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 9 years of experience in the finance industry. Isaac Acosta Montenegro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
James Acuna (CRD# 5050610) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 17 years of experience in the finance industry.
Gregory Adams (CRD# 3074801) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 25 years of experience in the finance industry. Gregory Adams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Richard Adams (CRD# 4926687) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 18 years of experience in the finance industry.
Richard Adams (CRD# 6489315) is an Investment Advisor Representative working at Cg Advisory Services in Charlotte, NC and has over 6 years of experience in the finance industry.
Robert Adams (CRD# 1154440) is an Investment Advisor Representative working at Mml Investors Services, LLC in Charlotte, NC and has over 24 years of experience in the finance industry.
David Adamson (CRD# 6199278) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 10 years of experience in the finance industry.
Thomas Adolph (CRD# 4005957) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 23 years of experience in the finance industry.
John Ager (CRD# 2500387) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Charlotte, NC and has over 28 years of experience in the finance industry. John Ager has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.